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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 1000 HARBOR BLVD., 6TH FLOOR · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $68,990 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $33,991 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,494 | $88,203+51.3% | $165,100-19.1% | $74,478+79.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 14.82% | 17.13%-2.3pp | 70.21%-55.4pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $4,027 | $2,601+54.8% | $4,348-7.4% | $2,626+53.3% |
| Participant deferral / active EE | $9,707 | $4,505+115.5% | $6,035+60.8% | $4,350+123.1% |
| Admin fee / account holder | $383 | $2,235-82.9% | $12,696-97.0% | $1,946-80.3% |